Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Karma Capital Lotus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
2.20%
6 Months
26.95%
9.70%
1 Year
13.12%
10.00%
3 Years
17.80%
17.10%
5 Years
15.04%
—
Since Inception
22.70%
23.10%
Fund Age
8 yrs
3 yrs 6 mo
AUM
₹357.26 Cr
₹24.16 Cr
Alpha – 1 Year
10.14%
5.30%
Alpha – 3 Years
5.90%
5.00%
Information Ratio – 3 Years
0.31
0.96
Volatility – 1 Year
32.38%
16.88%
Volatility – 3 Years
25.45%
15.62%
Beta – 1 Year
1.68
0.95
Beta – 3 Years
1.37
0.93
Sharpe Ratio – 1 Year
0.36
0.34
Sharpe Ratio – 3 Years
0.56
0.81
Worst Rolling Year
11.19%
16.97%
Value at Worst Rolling Year
₹1.11 Cr
₹1.17 Cr
Deepest Drawdown
−26.50%
−19.30%
Recovery Period
80 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 19% · S 59%
L 16% · M 17% · S 63%
Number of Stocks
42
—
Portfolio P/E
42.01
—
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –